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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,159 hedge funds and large institutions have $60.1B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 803 increasing their positions, 832 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.65%
Holding in Top 10
359
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+9.79%
% of All Funds
5.26%
New
286
Increased
803
Reduced
832
Closed
87
Calls
$40.9M
Puts
$17.2M
Net Calls
+$23.7M
Net Calls Change
+$4.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.86B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$374M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$263M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$258M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.57B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$440M
3
HNB
Huntington National Bank
Ohio
-$171M
4
Osaic Holdings
Osaic Holdings
Arizona
-$123M
5
HI
Horizon Investments
North Carolina
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TT
1651
TI-Trust
Illinois
$412K -$5.54K -100 -1%
RFWA
1652
RPg Family Wealth Advisory
Massachusetts
$410K – – –
PWP
1653
Perfromance Wealth Partners
Illinois
$408K -$64.3K -1,160 -14%
MSCM
1654
McElhenny Sheffield Capital Management
Texas
$405K +$25.8K +465 +7%
MIAS
1655
Mason Investment Advisory Services
Virginia
$404K +$2.77K +50 +0.7%
LA
1656
LexAurum Advisors
Kansas
$403K -$114K -2,060 -22%
ARIS
1657
Advanced Research Investment Solutions
California
$400K -$185K -3,340 -32%
MPCL
1658
My Personal CFO LLC
Washington
$398K – – –
WPP
1659
Whalerock Point Partners
Rhode Island
$397K -$55.4K -1,000 -12%
RBFC
1660
Roman Butler Fullerton & Co
Missouri
$396K +$551 +10 +0.1%
FWP
1661
Falcon Wealth Planning
California
$396K +$7.48K +135 +2%
TWP
1662
Tyche Wealth Partners
Texas
$396K +$396K +7,150 New
DP
1663
DDD Partners
Washington
$396K -$35.2K -635 -8%
OBWG
1664
Onyx Bridge Wealth Group
New York
$395K +$9.15K +165 +2%
RRCM
1665
Rappaport Reiches Capital Management
Illinois
$395K – – –
TWM
1666
Tradition Wealth Management
Minnesota
$394K -$660K -11,910 -63%
SAM
1667
Sawgrass Asset Management
Florida
$394K +$16.6K +300 +4%
SRC
1668
Shufro Rose & Co
New York
$393K – – –
DWM
1669
Defined Wealth Management
Oregon
$393K -$2.49K -45 -0.6%
SB
1670
Sunflower Bank
Texas
$392K – – –
DMC
1671
Drexel Morgan & Co
Pennsylvania
$392K +$392K +7,065 New
KWM
1672
KFG Wealth Management
Indiana
$391K -$10.5K -190 -3%
CAMG
1673
CWA Asset Management Group
Florida
$390K -$1.11K -20 -0.3%
LMKC
1674
L.M. Kohn & Company
Ohio
$389K +$13.3K +240 +4%
AIP
1675
ARS Investment Partners
New York
$388K – – –
65 66
67
68 69